Out-of-the-box availability of best-in-class PFM features
The solution comes preconfigured with a comprehensive set of PFM capabilities delivered via API & widgets including account aggregation for a unified transaction history with advanced search & insights, auto-categorisation and enrichment for transactions of all types, self-service annotation, manual or automated budgets, savings goal setting and tracking, cashflow forecasts based on predicted expenses & income, and more.
Insights, recommendations & nudges for a unique PFM experience
With its preconfigured library of curated templates designed to increase customers’ engagement across money management, financial literacy, contextual marketing and offers, any banking app can go beyond traditional PFM alerts & dashboard to become a truly personalised financial coach.